The Practice Succession & Acquisition Master Kit
Includes: Downloadable materials included in this package, including training programs, plus modifiable forms, checklists, buy-sell contracts and marketing materials.
SKU PURCHPRACTICE
$1,995.00
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🏛️ Ready to Buy, Merge, or Sell a Law Practice — Without Costly Mistakes?
Avoid Legal Landmines and Set Your Deal Up for Success
If you’re thinking about buying, merging, or selling a law practice — or even just starting to explore the idea — this comprehensive package gives you everything you need to do it the right way.
You’ll gain insider knowledge from a nationally recognized estate planning attorney who has successfully acquired multiple practices and helped others sell theirs. This practical, step-by-step resource will help you:
✅ Avoid Common Pitfalls that sink deals or lead to regret
✅ Protect Your Interests with legally sound documentation
✅ Understand Valuation and what drives a practice’s true worth
✅ Structure a Win-Win Deal that benefits all parties
✅ Navigate Ethical Issues unique to professional transitions
✅ Retain Clients & Staff through a smooth post-transition plan
Whether you’re a solo practitioner planning for retirement, an ambitious attorney looking to grow through acquisition, or a firm considering a strategic merger — this toolkit is your blueprint for a smooth and profitable transition.
📦 What’s Included:
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Detailed Guidebook: A step-by-step breakdown of the entire transition process
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Editable Legal Documents: Letters of intent, agreements, and more
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Practice Transition Checklist: Know what to do (and when to do it)
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Sample Communications: Keep clients and staff informed and confident
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Expert Insights: From real-world deals that worked — and ones that didn’t
🎯 Who Should Use This Package?
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Attorneys nearing retirement and planning their exit strategy
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Firms or attorneys interested in growing by acquisition
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Partners exploring a merger or partial buyout
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New lawyers looking to buy an existing practice instead of starting from scratch
👨⚖️ Developed by an Expert
With over 40 years of experience and a successful track record of practice growth through practice acquisition, nationally renownedestate planning attorney, by Philip Kavesh, J.D., LL.M. (Tax), California State Bar Certified Specialist in Estate Planning, Trust & Probate Law, shares the exact tools and templates used in his own transactions — saving you time, money, and headaches.
Don’t risk your legacy or your future.
Use this package to make your transition smart, smooth, and successful.
What’s Included in The Practice Succession & Acquisition Master Kit?
The Practice Succession & Acquisition Master Kit comes complete with the following items:
- Two In-Depth Training Programs depending on whether you’re looking to purchase a practice or if you’re looking to sell your practice! You will receive the handout materials and audio recording of this 90-minute training program with nationally renowned estate planning attorney, Philip Kavesh, who has purchased and merged in practices into his own law practice successfully three different times in his career. So, whether you’re looking to sell your practice or purchase or acquire another practice, you will find out all of the tested and proven steps needed to ensure that this is done the right way!
- How to Successfully Purchase an Estate Planning Practice (86 minutes)
- How to Get Your Practice Ready for Sale, Get the Most For It, and Retire Someday (2 hours)
- A Simple Checklist to help guide you through the steps that you will need from start to finish in order to successfully purchase, merge or sell your estate planning practice.
- Marketing Materials to help you solicit prospective purchasers (or buyers).
- Tools for the Investigation and Negotiation Process so that you can get all of the information that you will need to determine if you have found the right buyer (or seller). This includes a Confidentiality Agreement and a checklist for evaluating a practice so that you can evaluate and help negotiate the price on the purchase (or sale).
- Three Sample Contracts so you can see three different, yet successful, ways to structure the purchase and merger of another practice and determine the right terms and conditions for your particular practice and personal needs. These come in a modifiable format so that you can quickly and easily use these forms in your practice!
- Firm Merger Marketing to successfully merge the firms together and announce the merger to clients and prospective clients in a way that maximizes the potential revenue generation and proper transition of the firm, including announcement letters, sample seminar announcement and selling attorney testimonial letter.
You will receive all of these items in a modifiable Microsoft Word format for you to be able to easily modify, edit and adjust where necessary for your firm’s needs.
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